Creative Planning’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
78,785
+46,318
| +143% | +$3.74M | 0.01% | 678 |
|
|
2025
Q1 | $2.14M | Sell |
32,467
-7,664
| -19% | -$506K | ﹤0.01% | 1127 |
|
|
2024
Q4 | $3.01M | Buy |
40,131
+9,902
| +33% | +$742K | ﹤0.01% | 893 |
|
|
2024
Q3 | $3.01M | Sell |
30,229
-42,147
| -58% | -$4.2M | ﹤0.01% | 860 |
|
|
2024
Q2 | $7.7M | Sell |
72,376
-5,393
| -7% | -$574K | 0.01% | 489 |
|
|
2024
Q1 | $12M | Buy |
77,769
+4,147
| +6% | +$639K | 0.01% | 365 |
|
|
2023
Q4 | $10.8M | Buy |
73,622
+38,094
| +107% | +$5.57M | 0.02% | 364 |
|
|
2023
Q3 | $5.14M | Buy |
35,528
+17,594
| +98% | +$2.54M | 0.01% | 528 |
|
|
2023
Q2 | $3.52M | Sell |
17,934
-1,170
| -6% | -$230K | ﹤0.01% | 619 |
|
|
2023
Q1 | $4.71M | Buy |
19,104
+188
| +1% | +$46.3K | 0.01% | 525 |
|
|
2022
Q4 | $4.69M | Buy |
18,916
+10,553
| +126% | +$2.62M | 0.01% | 505 |
|
|
2022
Q3 | $1.81M | Sell |
8,363
-811
| -9% | -$175K | ﹤0.01% | 730 |
|
|
2022
Q2 | $2.34M | Buy |
9,174
+1,586
| +21% | +$404K | ﹤0.01% | 665 |
|
|
2022
Q1 | $2.07M | Sell |
7,588
-112
| -1% | -$30.5K | ﹤0.01% | 714 |
|
|
2021
Q4 | $2.85M | Sell |
7,700
-1,683
| -18% | -$623K | ﹤0.01% | 581 |
|
|
2021
Q3 | $2.81M | Sell |
9,383
-434
| -4% | -$130K | 0.01% | 575 |
|
|
2021
Q2 | $3.12M | Buy |
9,817
+4,071
| +71% | +$1.3M | 0.01% | 533 |
|
|
2021
Q1 | $1.67M | Buy |
5,746
+532
| +10% | +$155K | ﹤0.01% | 788 |
|
|
2020
Q4 | $1.39M | Buy |
5,214
+174
| +3% | +$46.3K | ﹤0.01% | 803 |
|
|
2020
Q3 | $1.1M | Buy |
5,040
+1,297
| +35% | +$283K | ﹤0.01% | 752 |
|
|
2020
Q2 | $706K | Sell |
3,743
-224
| -6% | -$42.3K | ﹤0.01% | 873 |
|
|
2020
Q1 | $632K | Buy |
3,967
+180
| +5% | +$28.7K | ﹤0.01% | 826 |
|
|
2019
Q4 | $782K | Sell |
3,787
-546
| -13% | -$113K | ﹤0.01% | 896 |
|
|
2019
Q3 | $862K | Buy |
4,333
+98
| +2% | +$19.5K | ﹤0.01% | 818 |
|
|
2019
Q2 | $776K | Buy |
4,235
+392
| +10% | +$71.8K | ﹤0.01% | 866 |
|
|
2019
Q1 | $636K | Buy |
3,843
+836
| +28% | +$138K | ﹤0.01% | 916 |
|
|
2018
Q4 | $391K | Sell |
3,007
-397
| -12% | -$51.6K | ﹤0.01% | 1078 |
|
|
2018
Q3 | $495K | Buy |
3,404
+220
| +7% | +$32K | ﹤0.01% | 1074 |
|
|
2018
Q2 | $454K | Buy |
3,184
+94
| +3% | +$13.4K | ﹤0.01% | 1111 |
|
|
2018
Q1 | $463K | Buy |
3,090
+25
| +0.8% | +$3.75K | ﹤0.01% | 1111 |
|
|
2017
Q4 | $390K | Buy |
3,065
+621
| +25% | +$79K | ﹤0.01% | 1202 |
|
|
2017
Q3 | $264K | Buy |
2,444
+344
| +16% | +$37.2K | ﹤0.01% | 1399 |
|
|
2017
Q2 | $202K | Buy |
2,100
+173
| +9% | +$16.6K | ﹤0.01% | 1500 |
|
|
2017
Q1 | $163K | Sell |
1,927
-232
| -11% | -$19.6K | ﹤0.01% | 1607 |
|
|
2016
Q4 | $165K | Sell |
2,159
-86
| -4% | -$6.57K | ﹤0.01% | 1506 |
|
|
2016
Q3 | $199K | Buy |
2,245
+972
| +76% | +$86.2K | ﹤0.01% | 1396 |
|
|
2016
Q2 | $116K | Buy |
1,273
+766
| +151% | +$69.8K | ﹤0.01% | 1565 |
|
|
2016
Q1 | $48K | Buy |
507
+108
| +27% | +$10.2K | ﹤0.01% | 2119 |
|
|
2015
Q4 | $35K | Sell |
399
-57
| -13% | -$5K | ﹤0.01% | 2381 |
|
|
2015
Q3 | $37K | Buy |
+456
| New | +$37K | ﹤0.01% | 2256 |
|
|
2015
Q2 | – | Sell |
-89
| Closed | -$7K | – | 1563 |
|
|
2015
Q1 | $7K | Sell |
89
-175
| -66% | -$13.8K | ﹤0.01% | 3329 |
|
|
2014
Q4 | $20K | Buy |
264
+111
| +73% | +$8.41K | ﹤0.01% | 2619 |
|
|
2014
Q3 | $11K | Sell |
153
-89
| -37% | -$6.4K | ﹤0.01% | 2844 |
|
|
2014
Q2 | $18K | Buy |
242
+168
| +227% | +$12.5K | ﹤0.01% | 2510 |
|
|
2014
Q1 | $5K | Hold |
74
| – | – | ﹤0.01% | 3003 |
|
|
2013
Q4 | $6K | Buy |
74
+21
| +40% | +$1.7K | ﹤0.01% | 2766 |
|
|
2013
Q3 | $4K | Sell |
53
-400
| -88% | -$30.2K | ﹤0.01% | 2794 |
|
|
2013
Q2 | $30K | Buy |
+453
| New | +$30K | ﹤0.01% | 1674 |
|